Stop Stressing Out About Your Bookkeeping
Introducing a Done-For-You Bookkeeping Solution!
The Entrepreneur’s Dilemma
The dilemma that most small business owners face is the lack of time to get everything done that needs their attention. From sales to operations to ensuring customer satisfaction, there simply isn’t enough time in the day.
With all these business needs demanding the owner’s time, bookkeeping often gets pushed off in favor of more critical tasks demanding the owner’s attention. The trap is believing the bookkeeping, bank reconciliation, receipt recording and account balancing can wait for another day. However, when that ‘other day’ comes, there’s always something to catch up on and the danger of continued procrastination of their bookkeeping will cause unnecessary stress.
There is a better way!
A Done-For-You Bookkeeping Solution That Relieves The Stress
Bookkeeping is a foundational element of understanding your financial health. You are required by law to keep accurate books. You need to have solid books so your business can pursue opportunities and overcome challenges.
Imagine being able to outsource your bookkeeping so that the work is done for you. Imagine having your monthly financial reports delivered right to your inbox and helped with interpreting those reports. Imagine being able to focus on your business with the assurance you have a clear pulse on the financial health of your company.
Petra Bookkeeping offers you that solution. With our streamlined process of obtaining your receipts, we are able to them automatically uploaded to a secure cloud portal that allows us to record the information for you. No more need to track down missing receipts!
We offer the ability to rest assured, knowing your books are up to date and ready for your accountant, come tax season.
At Petra Bookkeeping, we provide a done-for-you bookkeeping solution. With more than 11 years of experience working with accounting processes and software, along with a community of more than 5,000 bookkeepers, we can help you relieve the stress of doing your own bookkeeping and give you peace of mind!
Schedule a free 20-minute consultation now to review your bookkeeping needs!
Services
Petra Bookkeeping is dedicated to managing the books for service-based companies in the construction industry. We will show you how your business is really performing as well as your profitability on your jobs/projects. Not only will you know your bottom line, but you will know what your cash flow is, where it is coming from and how to leverage it.
You will be able to make proactive decisions instead of reactive decisions. You will take control of your finances instead of the finances controlling you.
Some of our bookkeeping services include:
Initial Set Up and Historical Clean Up
We will set your business up in QuickBooks Online which includes importing your information from QuickBooks Desktop. Any previous transactions not recorded or reconciled will be completed.
Adjusting Journal Entries
Posting Adjusting Journal Entries and working with your CPA at year-end to match the books with their changes.
Credit Card Activity Recorded
Credit Card Activity is entered and reconciled. Balances managed monthly.
Loan Amortization
Loans will be recorded and verified. The amortization schedule will be set to correctly reflect principle and interest expenses paid.
Payroll Entries
Using payroll reports to record and properly expense employee earnings and taxes paid.
Receipt Capture
We provide you with a software solution, where you can snap a picture of your receipts, make some notes about it, and have the receipts automatically uploaded to a secure cloud portal that your bookkeeper can access to record the transaction and attach the receipt to the transaction. Now you don’t to track down missing receipts!
Entry Level Bookkeeping
We record your revenue and expense transactions, reconcile your bank and credit card accounts, so that you can have peace of mind and use your time to focus on what you’re good at and to run your business better!
Maintenance of General Ledger
Daily activity is recorded, organized with a customized Chart of Accounts.
Bank Reconciliation
Transactions on the books are matched to the bank statements and outstanding checks reviewed.
Fixed and Noncurrent Assets
All Fixed and Intangible Assets will be recorded and updated. Depreciation and amortization determined by the schedule from your CPA.
Monthly Reports
After all your transactions are recorded, we provide you with financial reports (balance sheet, income statement, and statement of cash flow) and help you interpret the data so that you can make informed decisions and know the financial health of your company.
QuickBooks Training
Does your staff need training on how to use QuickBooks properly? We can train your staff on how to use the proper workflows inside QuickBooks so that your transactions are recorded correctly and your books are clean!
Pricing
According to Salary.com, the median annual wage for a bookkeeping professional equates to about $3,456 per month. Add in taxes and benefits and you’re up to about $4,000 per month. Obviously, your investment in our relationship will be nowhere near this amount. But, we’re not cheap! In fact, we will venture as far to say we’re more expensive than most bookkeepers out there. Why? Because we get results. We’re more than just a bookkeeping professional; we’re your ally.
Our pricing varies depending on your needs. We don’t charge by the hour, instead we determine how many transactions and accounts you have and charge a monthly subscription fee. Our monthly subscription fee starts at $400 per month.
About Melvin A Lapp
Consultant
Melvin has been working with accounting and ERP software since 2007 when their family business switched from a paper system to an enterprise ERP software. This conversion and implementation for their family business gave him a lot of experience and insight in all aspects of the business.
Later, Melvin worked for an ERP software company as a consultant tasked with assessing the customer needs, implementations, and training users on using the software. This exposed Melvin to multiple industries and the unique accounting needs of each business. Melvin is also a certified Quickbooks ProAdvisor.
Melvin’s desire is to help small business owners streamline their accounting processes so they will have a clear picture of their company’s financial health. This clear picture will allow owners to make good decisions that will benefit their companies.
